Our offices are devoted to providing a year round service in which all your tax related financial matters are our concern.
The following is a rough guideline of a tax consultation:
- Gather Information
- Review income tax return
- Evaluate Tax related items (Retirement plans, business property, rental property, personal residence)
- Understand your concerns/needs
- Help to anticipate future problems
- Develop a plan or strategy
- Implement a customized plan
*LPL Financial does not offer tax or legal advice.
